We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

The senior Managing Partner, Mergim Elezi, has nearly 30 years experience working for some of the major Investment Management and Banking institutions. This includes 15 years at Goldman Sachs, 9 years at Citi Prime Finance, and 6 years in total at BlackRock, AIG, and JP Morgan. He held diverse roles, including Senior Investment Advisor, Chief Financial Officer, Chief Operating Officer, and Head of Middle Office and Infrastructure.

We have been working with individuals and businesses in the area for several years, and each of our agents will have extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to working to help you pursue your financial goals.
Adriatic Wealth Management, LLC is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better positioned to identify your goals, and make solid decisions to help reach these goals, by providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we may know a group that does.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investment management
Retirement strategies
Insurance and annuity products advice